Unclaimed Profile

Matthew D'attilio

PEGASUS PARTNERS LTD.·MEQUON, Wisconsin

Series 65Clean record24 years registeredPEGASUS PARTNERS LTD.

1333 W. TOWNE SQUARE ROAD, MEQUON, WI 53092CRD# 2414950Firm CRD# 175206

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew D'attilio · MEQUON, WI

Registration

CRD #2414950 · PEGASUS PARTNERS LTD. · 24 years registered

Brand Profile

Not yet started

Career History

LIDO

Dec 2024 – present

PEGASUS PARTNERS

Mar 2015 – Jan 2025

MEQUON, WI

REINHART PARTNERS, INC.

Jan 2007 – Apr 2015

MEQUON, WI

U.S. BANCORP ASSET MANAGEMENT, INC.

Jan 2002 – May 2003

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEGASUS PARTNERS LTD.

CRD 175206 · SEC 801-81049

AUM

$3.1B

Regulatory assets under management

Employees

3,329 client accounts

Services offered by PEGASUS PARTNERS LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEGASUS PARTNERS LTD. →

Introduction

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Frequently Asked Questions

What services does Matthew D'attilio offer?

Matthew D'attilio specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.

What are Matthew D'attilio's credentials?

Matthew D'attilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew D'attilio located?

Matthew D'attilio is based in MEQUON, Wisconsin, working with PEGASUS PARTNERS LTD.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does Matthew D'attilio charge for services?

Matthew D'attilio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEGASUS PARTNERS LTD.?

PEGASUS PARTNERS LTD. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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